We upgraded our CRM features, interface, and doubled productivity!

We just announced a major upgrade to our CRM product, based on research with government customers throughout the U.S.

Our CRM release 1.4 product puts email interactions at the center of constituent casework with email threading that organizes communications throughout an office.

Common issues for our customers include helping veterans get their benefits, assisting immigrants’ families with complex legal issues, and ensuring those eligible for public benefits receive care.

“Government offices manage hundreds or thousands of emails a day – and organizing those communications into critical case files can make logistics the focus, instead of helping the public,” said CTO Jeff Green. “Our customers tell us that managed workflows double their productivity, and solving email efficiencies was the greatest thing we could do to create a surge in results for constituents.”

Aaron Stowers, support and product manager, said our new CRM 1.4 product now supports features of desktop email such as attachments and multiple addressees, as well as the added bonus of merge fields that allow caseworkers to reuse workflows critical to complex cases.

Our CRM 1.4 product organizes all the notes from a case into a simple interface where phone calls, in-person visits, and email interactions all tell a constituent’s story for anyone in the office to review.

“Our goal is to totally replace the pink notepad where constituent staff have traditionally jotted case notes,” Stowers said. “…CRM does that.”

Our research shows that while the overall CRM market is growing by 12 percent a year, many government offices still use a mix of paper files and written notes alongside legacy IT systems and desktop email. “This is faster – everything in one place, with search.” Stowers said.

Our CRM 1.4 product works seamlessly with government email providers such as Outlook, but each email is automatically associated with related notes and case journals.

Green said the new product also includes features that make digital government easier across the board, including:

  • HTML letters for case management
  • A streamlined design for adding phone notes to a constituent record
  • Custom handwritten signature blocks for all office staff
  • Improved workflow tracking for case notes, and
  • A robust incoming casework viewer

“Our customers have already resolved more than 1.3 million cases for constituents,” Green said. “The new government CRM will save local, state and federal governments thousands of hours of work.”

Government CRM Provider iConstituent Announces Premium Email Newsletter Product

iConstituent today announced its premium eNewsletter Plus product, with new features for social media analytics and tracking, and other extra features for helping government communicators reach constituents consistently across channels.

eNewsletter Plus supplements the standard newsletter product included with iConstituent’s flagship Constituent Relationship Management platform.

“Government needs to reach constituents where they are – whether that’s at the desktop or cell phone for email, or on Facebook and Twitter,” said iConstituent CEO Zain Khan. “eNewsletter Plus helps government officials across the U.S. take their communications to the next level and connect with people everywhere they are. It’s an example of continuous innovation by our team to provide government communicators with the best quality and best price.”

Khan said officials interested in eNewsletter Plus and the product’s social media optimization features can visit iconstituent.com to book a free demo.

Key features of eNewsletter Plus include:

  • Advanced email templates with instant eNewsletter sharing on social networks
  • A robust social dashboard for tracking email, Twitter and Facebook subscriber growth
  • Powerful analytics that help identify social influencers
  • Custom lists with targeting by demographics, behavior and activity history
  • Embeddable custom surveys
  • More than 65 configurable reports integrated with Google Analytics

iConstituent’s eNewsletter Plus users benefit from the DC-based company’s enterprise-scale email delivery network, which delivers millions of messages each month for government offices and agencies. The offering is available as a standalone product, and as an upgrade for current CRM users.

“Comprehensive analytics and social integrations help our government customers better serve their constituents with timely and relevant information,” said Khan. “We’re excited to see how our customers will use the extra power in eNewsletter Plus.”

About iConstituent: iConstituent connects people and government with great software. It brought the first e-newsletter to Congress in 2003, and provides CRM, email, telephone town hall, and other IT services to hundreds of government offices across the U.S.

Did you miss it?

Posted by Becky Baylor; Help Desk Support Manager

Last week, we presented "Signal CRM: What's Next?" to Signal CRM users in DC to highlight the new efficient mail processing features that will be available in Signal 1.3, which is currently being rolled out to offices. Our staff will be reaching out to offices on an individual basis to schedule your upgrade date.

This was an informative session providing a detailed breakdown of the features, as well as highlighting a few developments on the way. Everyone will be upgraded to Signal 1.3 over the next few weeks, so if you work with mail processing or are simply curious about the changes, this is a session you definitely don't want to miss.

If you didn't get a chance to participate in last week's session, don't worry, we've got you covered! "Signal CRM: What's Next?" will be presented via webinar every Tuesday for the next several weeks to coincide with the rollout. Click the button below to sign up!

Other resources include our previous post: "Signal 1.3 Is on It's Way!" and our Help Center article "What's New in Signal 1.3?" If you have any additional questions, please email support@iconstituent.com

Signal 1.3 is on its way!

Posted by Becky Baylor; Help Desk Manager

We're excited to share our latest release Signal 1.3! This release is focused on streamlining mail processing, so you'll notice there are fewer clicks, more grouping and selecting options, and new efficiency features like macros and shortcut keys. As always, we've been listening to your feedback, so we've included quite a few requested features, as well. Overall, we think you'll find that our latest release has made Signal an even more powerful tool for managing constituent communication. Signal 1.3 will be released as a staggered roll out to offices over the next few weeks, so join us for on February 12th at 3:30 pm ET for "Signal CRM: What's Next?"

10 Ways Signal 1.3 Improves Mail Processing

  1. More viewer options because not everyone is a primary mail sorter. A standard view will present a more comfortable view of the mail for users that just need to see the basics – the contact's name and message. A custom view is available for those who need to see a lot of information at a glance.
  2. No more pop-up windows for assigning and editing activities, which results in fewer clicks and an uninterrupted view of your mail.
  3. Multi-level grouping and breadcrumb navigation to more easily drill down to the specific records you need.
  4. Saved grouping for each folder since you have different goals when sorting new mail in the inbox than you do when working with your assigned mail.
  5. Keyboard shortcuts that allow you to quickly perform common actions with a few keystrokes.
  6. Personalized macros that save frequently used assignments for future use.
  7. More automatic merge fields for casework that provide a new set of options for including information in your letters to constituents.
  8. More intuitive letter writing process with relabeling of common editing actions and dynamic changes to the editing screen based on your current step in the editing process
  9. Signal CRM and Gateway eNewsletter integration that includes automatic updates to contact records in Signal based on e-newsletter interactions and a new Mailings module that allows you to create and send digital, high volume, email communication natively from Signal CRM with managed IP addresses, full and real deliverability tracking, and all the benefits of the Constituent Gateway eNewsletter platform.
  10. Email interaction tracking so you have more information about email addresses in your database such as the date the email address was last validated, when and who made changes to the email status, and when an email may have bounced.

To learn about these improvements and more, see our Help Center article What's New in Signal 1.3?

iConstituent & FiscalNote Present: Prophecy

Posted by Christopher Brooks; Manager, Web Production & Marketing

iConstituent & FiscalNote Present: Prophecy

Join iConstituent & FiscalNote as we celebrate the product launch of Prophecy in the U.S. House of Representatives! So join us for complimentary food and drinks at Hawk 'n' Dove, Wednesday July 15th at 5pm.

Prophecy is a new application for policy and legal professionals who need insight into legislative activity. Prophecy’s searching, tracking, and analysis capabilities provide relevant and timely legislative data from all 50 states, the District of Columbia, and Congress. Prophecy uses data, coupled with machine learning, to determine legislator sentiment and forecast policy outcomes with over 94% accuracy.

This is a widely attended event, so bring you collegues, friends, and family.

Register Here.